MoneywebNOW

Bidvest was priced for perfection … then came the trading update

Umthombo Wealth's Alex Duys on a tough Bidvest trading update and the latest results of Stefanutti Stocks. Connie Bloem of Mesh.trade shares insights on the rise and potential of tokenisation using blockchain technology. Bryn Hatty of Stonehage Fleming Investment Management SA on the four pillars of capital.

29 Nov 2023 12AM 19 min

[TOP STORY] Invicta: Good numbers in a tough six months

‘When we bring in big capital equipment there's no option to bring it in by freight and we have to just deal with whatever the port throws at us': Invicta CEO Steven Joffe.

28 Nov 2023 2AM 6 min

Exciting outlook for Zeda

Gary Booysen of Rand Swiss on Zeda's maiden annual results and Standard Bank's ten-month trading update. Invicta CEO Steven Joffe shares insights on the group's results that show modest Heps growth in tough trading conditions. Martin Hatidani of NMG Benefits speaks on the process and expectations around retrenchment.

28 Nov 2023 12AM 21 min

[TOP STORY] AME interims reflect revenue up and good cost management

Our plan is to grow on the audio side. That's AME interims reflect revenue up and good cost management. Our plan is to grow on the audio side. That's really worked, because we've almost a national footprint in our sales function – CEO Dave Tiltmann

27 Nov 2023 2AM 5 min

Where to invest when rates start coming down?

Sanlam's Nick Kunze takes a look at which sectors are likely to benefit from interest rates peaking. AME CEO Dave Tiltmann on the group's latest results. Kamal Govan of Allan Gray on cautious optimism as African businesses provide the cocktail for meaningful performance.

27 Nov 2023 12AM 19 min

[TOP STORY] Why is SA’s junk-status credit rating so resilient?

Being a strong beneficiary of the commodity cycle and showing some – albeit slow – economic reforms have kept us ‘floating on water’: Anchor Capital Investment analyst Casey Delport.

24 Nov 2023 1AM 7 min

Stock valuations looking attractive for 2024

Independent analyst Jimmy Moyaha talks commodities, oil, Sarb's repo rate decision, and where he's finding value on the market. Anchor Capital's Casey Delport discusses SA's credit ratings and what this means for investing in the country.

24 Nov 2023 12AM 20 min

[TOP STORY] Ready or not, here comes the two-pot system

‘The industry is almost ready; it's the regulators that haven't given us what we need to do’: Natasha Huggett-Henchie – NMG Benefits.

23 Nov 2023 2AM 4 min

Could SA be the first mover on rate cuts?

Wayne McCurrie of FNB on inflation, rand weakness, and Jason Quinn being named Nedbank's next CEO. NMG's Natasha Huggett-Henchie discusses latest developments in the two-pot pension system. Investec's Tinus Rautenbach on its new online trading platform.

23 Nov 2023 12AM 19 min

[TOP STORY] Mainstream's 20-year power agreements with Sasol and Air Liquide

The 97.5MW solar PV farm is one of the first private-market projects in SA, creating about 400 community jobs during construction, with wider indirect impacts for the economy.

22 Nov 2023 3AM 6 min

African Bank still eyeing listing circa 2025

Chantal Marx of FNB on Sibanye's convertible bonds issue rattling the market and Telkom's results. African Bank CFO Anbann Chetti discusses its results, as bad debts rise. Hein Reyneke of Mainstream Renewable Power on reaching financial close on its 97.5 MW solar PV project.

22 Nov 2023 12AM 19 min

[TOP STORY] Port congestion: what to do now and in future?

Importers need to understand shipping disruptions, air freight, seasonal transit times and added cost implications: Denys Hobson – Investec for Business.

21 Nov 2023 2AM 5 min

There's still room for Growthpoint to rise

Gary Booysen of Rand Swiss on Astral's record loss and Growthpoint being dropped from MSCI's Emerging Markets Index. Cement maker PPC's CEO Roland van Wijnen on higher revenue. Investec's Denys Hobson on the Durban port crisis and its economic impact ahead of the festive season.

21 Nov 2023 12AM 20 min

[TOP STORY] US debt becoming a concern

‘Some of the signals that we are seeing at the moment are pointing to a hard landing’: Philip Short – Flagship Asset Management.

20 Nov 2023 2AM 5 min

Sasol needs to make changes on its dirty reality

Sanlam's Nick Kunze on Sasol's disrupted AGM and new CEO, plus his market expectations for the week ahead. Peter Armitage of Anchor Capital talks about the big Credo Wealth deal to create a R230bn business. Flagship Asset Management's Philip Short shares insights on whether we're in for a soft landing…

20 Nov 2023 12AM 18 min

[TOP STORY] ‘We need more nurses and we need them fast’

Access to sufficient skills and specialised skills is critical in healthcare and has to be taken seriously: Peter Wharton-Hood – Life Healthcare.

17 Nov 2023 2AM 7 min

Have central banks engineered a soft landing?

Matete Thulare RMB, after good US and UK CPI data this week, can we now confirm a soft landing and a stronger ZAR for 2024? Peter Wharton-Hood CEO fridayealthcare on results as paid patient days increases and Life Molecular Imaging remans loss making as it ramps up Simon thoughts on…

17 Nov 2023 12AM 19 min

[TOP STORY] Mixed results for TWK August year-end

First half was driven by strong timber demand, but serious headwinds knocked the fertiliser business: CEO Eddie Fivaz.

16 Nov 2023 2AM 6 min

MultiChoice: Challenges, greens shoots and yield

Mia Kriegler from Kruger International on the MultiChoice results … lots of moving parts, but it is still a strong brand with sport as the cornerstone. Eddie Fivaz of TWK unpacks the company's latest results. Temenos's Eric Mellor talks the changing digital aspect of wealth management.

15 Nov 2023 11PM 21 min

[TOP STORY] Understanding and dealing with money guilt

Never underestimate the power of a plan and seeking professional advice in addressing financial folly – Therèse Havenga from Momentum Investor.

15 Nov 2023 2AM 7 min